Advisors at this firm
Austin S
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
Austin Stinson is a CFP® with 11 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC. He has been with Fidelity Personal and Workplace Advisors since 2018 and has held a role with FIDELITY Brokerage Services LLC since 2014. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm manages approximately $359 million across 273 client relationships and employs a blend of Modern Portfolio Theory with tactical asset allocation, emphasizing low-cost ETFs and mutual funds alongside individual fixed-income securities in certain models.
Steven O
CFP®, Series 63, Series 65
Ft. Mitchell, KY
Altus Wealth Management, LLC
Steven O’Connor is a CFP® with 23 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds the Series 63 and Series 65 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, focusing on low-cost ETFs and mutual funds, and offers a dedicated Preservation fixed-income model that uses individual bonds alongside strategic long-term and tactical investment approaches.
Andrew H
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
Andrew Hermes is a CFP® with 21 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, emphasizing low-cost ETFs and mutual funds, and distinguishes itself with a dedicated fixed-income Preservation model that uses individual bonds alongside strategic and tactical investment approaches.
Derek S
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
Derek Schmidt is a CFP® with nine years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC. His prior work includes roles at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management offers discretionary investment management and financial planning primarily to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, with a distinctive Preservation fixed-income model that utilizes individual bonds alongside active portfolio adjustments.
William D
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.
